In this article

1 Overview
- 1.1 Prerequisites
- 1.2 Key Steps in the Workflow
- 1.3 Troubleshooting
- 1.4 Frequently Asked Questions

Overview

Snaps in this Snap Pack use the Azure portal for OAuth2 account to access Dynamics 365 for Sales. For the OAuth2 account to authorize successfully, create, and configure an application corresponding to the account as shown in the workflow.

Steps one to three are done in the Azure Portal and the remaining steps are done in the Snap account (SnapLogic Platform).

Prerequisites

An Azure account with a free subscription to create the application.

Key Steps in the Workflow

Create an Application in the Azure Portal

Log in to the Microsoft Azure Portal.
Navigate to Azure services > Microsoft Entra ID.
Navigate to Add > App registration.
On the Register an application page, specify the name for registering the application and click Register. Learn more about creating an application at Quickstart: Register an app in the Microsoft identity platform - Microsoft Entra.

To use an existing application, navigate to Portal Home > Azure Active Directory > App registrations > All applications. In the search box, specify the application name you want to use. Details on the application display in the search list.

Define Permissions

On the left navigation panel, navigate to Manage, select API permissions > Add a permission.
On the Request API permissions window, select Microsoft Graph > Application permissions for the OAuth2 Application Account.
Select the permissions from Files, Users, and Teams. Choose the minimum API permissions listed under Scopes and Permissions Required for Dynamics 365 for Sales.
Click Add Permissions. View all the permissions added under Configured permissions.
Click Grant admin consent confirmation and select Yes.
Click Overview and select Add a Redirect URI. You will be redirected to the Platform Configurations page.
1. Under Platform configurations, click Add a platform.
2. Select Web and specify either of the following Redirect URIs based on the region your server is located:
  https://elastic.snaplogic.com/api/1/rest/admin/oauth2callback/rest
  https://emea.snaplogic.com/api/1/rest/admin/oauth2callback/rest
3. Click Configure. A popup message displays indicating that the application is successfully updated.
On the Platform configurations page, click Save. The Redirect URIs are added the the application.

Locate the Application Credentials in the Azure Portal

To authorize your account in SnapLogic, you must have the following application credentials:

Application (Client) ID
Directory (Tenant) ID
Client secret value

On the application page, under Essentials, note the Application (client) ID and Directory (tenant) ID needed for the Snap account.
In the left navigation panel, select Manage > Certificates & secrets.
On the Certificates & secrets page, click + New client secret.
In the Add a client secret window, enter the Description, select an option for Expires from the dropdown list, and click Add.
The Client secret value and ID are generated. This value and the ID are required to configure the OAuth2 account.

You can copy the Client secret value only after it is generated. Note that this value is displayed only once, so ensure to copy it securely.

Scopes and Permissions Required for Dynamics 365 for Sales

Application permissions

Application permissions
Permission	Display String	Description	Admin Consent Required?
user. impersonation	user_impersonation	Allows you to temporarily sign in as a different user in your network.	No
User.Read.All	User.Read.All	Allows the app to read the full set of profile properties, reports, and managers of other users in your organization, on behalf of the signed-in user.	Yes

Specify the Credentials And Validate the Snap account

Navigate to the Snap of your choice and configure the OAuth2 account with the details from the Azure portal's registered application. Refer to Dynamics Directory OAuth2 account
Select the Auto-refresh token checkbox in the account settings and click Apply.
Click Authorize. The Access and Refresh tokens are generated. You will be redirected to the sign-in page of the Azure Portal.
Sign in to Azure Portal with valid credentials to redirect to the Snap Edit account settings dialog. The Access and Refresh tokens are autopopulated but encrypted in the Account settings.
Validate the Snap Account.

Troubleshooting

Common Errors	Reason	Response

Common Errors

Reason

Response

Error 401

Token is invalid

Provide a valid token and reauthorize the account.

The redirect URI specified does not match the reply URI configured for the application.

Incorrect redirect URI specified by user.

Add the following redirect_uri:
https://elastic.snaplogic.com/api/1/rest/admin/oauth2callback/rest

URL error when invoking the operation

Ensure the tenant domain name is correct.

Ensure that Directory (tenant) ID noted from the application is in the correct format.

Example: 2060aafa-89d9-423d-9514-eac46338ec05

Frequently Asked Questions

Yes, you can register a new application or use an existing application in the Azure portal to create an OAuth Account. Refer to the configuration documentation key flow Create an Application in Azure Portal. For more information, refer to https://learn.microsoft.com/en-us/azure/healthcare-apis/register-application

In our configuration documentation, the key workflow Locate application credentials in the Azure Portal highlights the values of the Application ID, Client ID, and Secret key. For more information, refer to Dynamics Application Account.

For any support, contact the support team. The help icon in the Snap provides referential information with the selected Snap from the application.

The Scopes and Permissions Required for Dynamics Sales specify the Delegated and Application permissions details. For any other permissions that are needed for the application, refer to https://learn.microsoft.com/en-us/graph/permissions-reference

You can use the Dynamics 365 NTLM and Dynamics 365 OAuth2 Online, accounts to connect Dynamics 365 for Sales Snaps with data sources.

SnapLogic Documentation

Application Configuration in Azure Portal for OAuth2 Account to use in Dynamics 365 for Sales